Advisors at this firm
Amanda S
Series 65
Portland, OR
Skyline Financial Northwest
Amanda Sletmoe is a financial advisor at Skyline Financial Northwest in Portland, OR, holding a Series 65 designation with seven years at the firm. Prior to joining Skyline Financial Northwest, she worked at Portland Parks and Recreation and the Multnomah Athletic Club. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes written Investment Policy Statements, uses low-cost passive vehicles and ETFs, and incorporates fundamental, technical, and cyclical data in portfolio management.
Kaleen A
Series 65
Portland, OR
Skyline Financial Northwest
Kaleen Anderson is a financial advisor at Skyline Financial Northwest with five years of industry experience. She holds a Series 65 designation and has worked at Skyline Financial Northwest since 2019. Her prior roles include positions at Modernist Financial and North, as well as self-employment and work at DLR Farms. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes low-cost, passive investment vehicles and ETFs, using a written Investment Policy Statement for each client and incorporating fundamental, technical, and cyclical data in portfolio management.
Aaron H
CFP®, Series 65
Portland, OR
Skyline Financial Northwest
Aaron Hillman is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Skyline Financial Northwest in Portland, OR since 2008. He holds a Series 65 license and is a partner in OPM, LLC, a private real estate business focused on property analysis and management. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes structured portfolios based on written Investment Policy Statements, favoring low-cost passive vehicles and ETFs, and offers additional services including pension consulting and one-time asset allocation analyses.